Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
WILLIAM AND JEMIMA BROSSMAN CHARITA
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)47 EAST MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EPHRATA, PA17522
A Employer identification number

23-6087844
B Telephone number (see instructions)

(717) 733-6576
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,404,579J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 148,700 148,700 148,700
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 703,290
b Gross sales price for all assets on line 6a 3,338,595
7 Capital gain net income (from Part IV, line 2)... 703,290
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 197   197
12 Total. Add lines 1 through 11........ 852,187 851,990 148,897
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,543 28,152   3,325
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,700      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,671      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,087     4,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,001 28,152   7,325
25 Contributions, gifts, grants paid....... 557,834 557,834
26 Total expenses and disbursements. Add lines 24 and 25 619,835 28,152   565,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 232,352
b Net investment income (if negative, enter -0-) 823,838
c Adjusted net income (if negative, enter -0-)... 148,897
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 24,396 125,350 125,350
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,561,777 Click to see attachment1,814,178 2,453,035
c Investments—corporate bonds (attach schedule)....... 1,936,888 Click to see attachment2,184,531 1,797,003
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,306,192 Click to see attachment937,407 1,029,191
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,829,253 5,061,466 5,404,579
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,829,253 5,061,466
29 Total net assets or fund balances (see instructions)..... 4,829,253 5,061,466
30 Total liabilities and net assets/fund balances (see instructions). 4,829,253 5,061,466
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,829,253
2
Enter amount from Part I, line 27a .....................
2
232,352
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-139
4
Add lines 1, 2, and 3 ..........................
4
5,061,466
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,061,466
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 100 SH ABBOTT LABORATORIES P   2021-11-05
b 900 SH CISCO P   2022-06-14
c 50 SH DOCUSIGN P   2021-12-08
d 400 SH INTEL P   2021-11-02
e 647 SH AMERICAN FUNDS NEW WORLD P   2022-02-25
20 SH SERVICENOW P   2022-04-25
5588 SH VANGUARD TOTAL INTERNATIONAL P   2022-10-19
100 SH ABBVIE P   2021-11-05
75 SH CITIGROUP P   2022-03-15
500 SH DOW P   2022-06-24
3500 SH ISDHARES PREFERRED AND INCOM P   2022-10-24
750 SH NEXTERA ENERGY P   2022-07-15
200 SH SIMON PROPERTY GROUP P   2022-03-08
100 SH VANGUARD WORLD FDS ENERGY P   2022-06-02
100 SH ADOBE P   2022-06-13
75 SH COINBASE GLOBAL P   2022-04-26
600 SH DUPONT DE NEMOURS P   2022-06-24
300 SH KELLOGS P   2022-03-07
250 SH NIKE P   2022-03-16
1000 SH SOFI TECHNOLOGIES P   2022-04-25
150 SH VANGURARD WORLD FDS MATERIAL P   2022-01-24
150 SH AIRBNB P   2022-05-17
600 SH COMCAST P   2022-06-14
863 SH AMERICAN FUNDS EURO PACIFIC P   2022-02-25
100 SH KIMBERLY CLARK P   2022-03-07
125 SH NORFOLK SOUTHERN CORP P   2022-01-28
400 SH SOUTHERN CO P   2022-02-28
100 SH VANGUARD WORLD FDS COMM P   2022-06-02
1500 SH BANK OF AMERICA P   2022-06-21
600 SH CONOCOPHILLIPS P   2022-07-15
500 SH EXELON P   2022-06-21
1000 SH KRAFT HEINZ P   2022-03-09
300 SH NVIDIA CORP P   2022-09-27
300 SH STARBUCKS P   2022-02-28
182 SH VANGUARD MID CAP INDEX FD P   2022-10-19
500 SH BANK OF NEW YORK MELLON P   2022-03-07
150 SH CONSTELLATION BRANDS P   2022-03-08
200 SH META PLATFORMS P   2022-06-24
50 SH LABORATORY CORPORATION OF AMER P   2022-05-04
300 SH ORACLE P   2022-03-08
125 SH STRYKER CORP P   2022-04-12
883 SH VANGUARD SMALL CAP INDEX FD P   2022-10-19
100 SH BERKSHIRE HATHAWAY P   2022-06-21
166 SH CONSTELLATION ENERGY P   2022-03-21
75 SH FEDEX P   2022-04-12
50 SH LOWES P   2022-04-12
200 PPG FINANCIAL SERVICES P   2022-03-07
300 SH T-MOBILE P   2022-06-21
200 SH VERIZON COMMUNICATIONS P   2022-02-28
75 SH BLACK ROCK P   2022-06-21
800 SH CORNING P   2022-04-28
300 SH FIDELITY NATIONAL INFORMATION P   2022-04-26
200 SH M&T BANK P   2022-03-07
100 SH PPG INDUSTRIES P   2022-03-07
300 SH TARGET P   2022-07-11
25 SH VISA P   2021-11-17
500 SH BOSTON SCIENTIFIC P   2022-03-07
100 SH CROWDSTRIKE HOLDINGS P   2022-05-17
250 SH FISERV P   2022-02-28
150 SH MASTERCARD P   2022-04-29
150 SH PAYPAL HOLDINGS P   2022-03-08
150 SH 3M CO P   2021-11-02
400 SH WALMART P   2022-06-21
211 SH BROWN CAPITAL MANAGEMENT P   2022-03-10
200 SH DR HORTON P   2022-04-26
300 SH FREEPORT MCMORGAN P   2022-05-04
125 SH MCDONALDS P   2022-04-12
200 SH PEPSICO P   2022-06-21
500 SH TRUIST FINANCIAL P   2022-03-15
200 SH WASTE MANAGEMENT P   2022-03-08
900 SH CSX P   2022-06-21
100 SH DANAHER P   2022-05-04
100 SH GENERAL DYNAMICS P   2022-06-24
200 SH MCKESSON CORP P   2022-04-29
200 SH PHILLIPS 66 P   2022-05-26
600 SH US BANCORP P   2022-03-08
1300 SH WELLS FARGO & CO P   2022-06-21
300 SH CVS P   2022-03-08
25 SH DEERE & CO P   2021-11-05
600 SH GENERAL MOTORS CO P   2022-03-15
400SH METLIFE P   2022-05-04
100 SH PROLOGIS P   2022-05-17
500 SH UBER TECHNOLOGIES P   2022-05-19
100 SH ZOETIS P   2022-02-28
300 SH CAPITAL ONE P   2022-03-07
500 SH DELTA AIRLINES P   2022-04-25
200 SH HERSHEY FOODS P   2022-03-15
100 SH MODERNA P   2022-04-27
200 SH QUALCOMM P   2022-07-20
50 SH UNITED PARCEL SERVICE P   2021-11-17
ASSETS CALLED P   2022-09-15
175 SH CATERPILLAR P   2022-03-15
500 SH DEVON ENERGY P   2022-05-04
150 SH HONEYWELL INTERNATIONAL P   2022-01-24
100 SH MORGAN STANLEY P   2021-11-05
300 SH SALESFORCE P   2022-09-27
30000 SH UNITEDHEALTH GROUP P   2021-12-08
REDEMPTIONS P   2022-10-31
100 SH CHEVRON P   2021-11-05
200 SH WALT DISNEY P   2022-05-04
75 SH HUMANA P   2022-05-04
50 SH NETFLIX P   2022-04-22
500 SH CHARLES SCHWAB P   2022-03-15
400 SH VALERO ENERGY P   2022-06-02
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,768   2,095 10,673
b 39,184   29,835 9,349
c 7,227   12,315 -5,088
d 19,284   8,632 10,652
e 49,090   60,000 -10,910
9,830   11,821 -1,991
140,000   154,715 -14,715
11,696   2,273 9,423
43,131   28,867 14,264
25,895   21,547 4,348
111,914   129,305 -17,391
60,461   57,430 3,031
26,987   29,261 -2,274
12,426   11,320 1,106
43,136   50,217 -7,081
9,896   24,535 -14,639
38,333   41,463 -3,130
19,459   15,453 4,006
32,200   5,924 26,276
8,890   13,974 -5,084
23,571   25,381 -1,810
17,982   25,107 -7,125
25,105   26,244 -1,139
48,776   60,000 -11,224
12,896   8,291 4,605
33,804   8,166 25,638
24,904   18,131 6,773
10,367   10,116 251
48,269   59,846 -11,577
48,194   24,650 23,544
20,436   14,825 5,611
39,217   29,980 9,237
36,948   36,294 654
27,030   25,281 1,749
45,000   37,599 7,401
26,857   23,520 3,337
33,790   27,008 6,782
31,662   15,640 16,022
12,067   13,494 -1,427
22,809   14,558 8,251
33,849   8,024 25,825
85,000   63,399 21,601
26,706   7,951 18,755
8,658   6,245 2,413
15,144   17,117 -1,973
10,360   9,185 1,175
38,506   11,376 27,130
37,253   38,972 -1,719
10,449   9,413 1,036
45,543   57,318 -11,775
28,775   22,312 6,463
30,169   35,348 -5,179
36,004   20,513 15,491
12,807   5,828 6,979
50,050   43,227 6,823
5,312   804 4,508
22,016   21,240 776
15,431   20,144 -4,713
23,582   26,815 -3,233
54,453   21,289 33,164
14,970   20,036 -5,066
27,065   8,701 18,364
52,493   22,101 30,392
20,085   30,000 -9,915
14,229   13,920 309
11,850   10,985 865
31,579   10,944 20,635
31,407   12,445 18,962
28,955   27,975 980
31,370   6,606 24,764
26,011   6,299 19,712
25,175   16,130 9,045
21,746   4,335 17,411
58,822   14,087 44,735
18,887   7,691 11,196
33,547   14,219 19,328
50,089   61,226 -11,137
31,446   15,839 15,607
8,469   1,985 6,484
25,183   23,766 1,417
26,335   12,266 14,069
12,528   14,375 -1,847
11,834   16,816 -4,982
18,942   15,817 3,125
40,917   27,799 13,118
22,531   19,171 3,360
41,601   11,002 30,599
14,304   14,822 -518
28,222   25,398 2,824
10,565   3,799 6,766
120,808   119,372 1,436
37,816   13,738 24,078
28,311   15,339 12,972
32,099   4,552 27,547
10,210   4,691 5,519
43,637   50,697 -7,060
30,470   29,286 1,184
170,000   170,050 -50
11,232   10,293 939
22,342   9,346 12,996
32,978   3,485 29,493
11,110   22,369 -11,259
40,463   23,625 16,838
46,442   6,274 40,168
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,673
b       9,349
c       -5,088
d       10,652
e       -10,910
      -1,991
      -14,715
      9,423
      14,264
      4,348
      -17,391
      3,031
      -2,274
      1,106
      -7,081
      -14,639
      -3,130
      4,006
      26,276
      -5,084
      -1,810
      -7,125
      -1,139
      -11,224
      4,605
      25,638
      6,773
      251
      -11,577
      23,544
      5,611
      9,237
      654
      1,749
      7,401
      3,337
      6,782
      16,022
      -1,427
      8,251
      25,825
      21,601
      18,755
      2,413
      -1,973
      1,175
      27,130
      -1,719
      1,036
      -11,775
      6,463
      -5,179
      15,491
      6,979
      6,823
      4,508
      776
      -4,713
      -3,233
      33,164
      -5,066
      18,364
      30,392
      -9,915
      309
      865
      20,635
      18,962
      980
      24,764
      19,712
      9,045
      17,411
      44,735
      11,196
      19,328
      -11,137
      15,607
      6,484
      1,417
      14,069
      -1,847
      -4,982
      3,125
      13,118
      3,360
      30,599
      -518
      2,824
      6,766
      1,436
      24,078
      12,972
      27,547
      5,519
      -7,060
      1,184
      -50
      939
      12,996
      29,493
      -11,259
      16,838
      40,168
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 703,290
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11,451
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,451
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 111
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,562
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletEPHRATA NATIONAL BANK Telephone no.bullet (717) 733-6576

    Located atbullet47 E MAIN STEPHRATAPA ZIP+4bullet17522
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EPHRATA NATIONAL BANK TRUSTEE
    000.00     		43,543 0 0
    47 E MAIN ST
    EPHRATA,PA17522
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,126,637
    b
    Average of monthly cash balances.......................
    1b
    74,873
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,201,510
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,201,510
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    93,023
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,108,487
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    305,424
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    305,424
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,451
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,451
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    293,973
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    293,973
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    293,973
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 293,973
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 422,699
    b From 2017...... 412,814
    c From 2018...... 426,456
    d From 2019...... 369,705
    e From 2020...... 277,124
    f Total of lines 3a through e ........ 1,908,798
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 565,159
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 293,973
    e Remaining amount distributed out of corpus 271,186
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,179,984
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		422,699
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,757,285
    10 Analysis of line 9:
    a Excess from 2017.... 412,814
    b Excess from 2018.... 426,456
    c Excess from 2019.... 369,705
    d Excess from 2020.... 277,124
    e Excess from 2021.... 271,186
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STEVEN ARMBRUSTER
    EPHRATA NATIONAL BANK
    EPHRATA,PA17522
    (717) 733-6576
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION TO BE OBTAINED FROM THE SELECTION COMMITTEE.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RECIPIENTS MUST BE 501(C)(3) ORGANIZATIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BROSSMAN FAMILY
    47 E MAIN ST PO BOX 457
    EPHRATA,PA17522     		NONE PRIVATE SCHOLARSHIP 342,980
    FULTON THEATRE
    12 NORTH PRINCE ST
    PO BOX 1865
    LANCASTER,PA176081865     		NONE PUBLIC GENERAL FUND 45,000
    CENTRAL PA FOOD BANK
    3908 COREY RD
    HARRISBURG,PA171095929     		NONE PUBLIC GENERAL FUND 10,000
    PENNSYLVANIA COLLEGE OF HEALTH SCIE
    850 GREENFIELD ROAD
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 25,000
    LIGHTHOUSE VOCATIONAL SERVICE
    144 ORLAN ROAD
    NEW HOLLAND,PA17557     		NONE PUBLIC GENERAL FUND 3,000
    HISTORICAL SOCIETY OF COCALICO VALL
    237-249 WEST MAIN STREET
    EPHRATA,PA17522     		NONE PUBLIC GENERAL FUND 5,000
    WITF
    4801 LINDLE ROAD
    HARRISBURG,PA17111     		NONE PUBLIC GENERAL FUND 25,000
    PA COLLEGE OF ART AND DESIGN
    204 NORTH PRINCE STREET
    PO BOX 59
    LANCASTER,PA176080059     		NONE PUBLIC GENERAL FUND 15,000
    MAINSPRING OF EPHRATA
    16 E MAIN ST
    EPHRATA,PA17522     		NONE PUBLIC GENERAL FUND 5,000
    UNITED WAY OF LANCASTER
    1910 HARRINGTON DRIVE
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 1,000
    LANCASTER BIBLE COLLEGE
    901 EDEN RD
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 3,000
    LANCASTER SYMPHONE ORCHESTRA
    47 N CHRISTIAN ST
    LANCASTER,PA17602     		NONE PUBLIC GENERAL FUND 2,500
    FRIENDSHIP COMMUNITY
    1149 E OREGON RD
    LITITZ,PA17543     		NONE PUBLIC GENERAL FUND 3,000
    JUNIOR ACHIEVEMENT OF CENTRAL PA
    610 S GEORGE STREET
    PO BOX 7270
    YORK,PA17404     		NONE PUBLIC GENERAL FUND 2,000
    GOOD SAMARITAN SERVICES
    616 N LIME ST
    LANCASTER,PA17602     		NONE PUBLIC GENERAL FUND 3,000
    LANCASTER COUNTY CAREER
    AND TECHNOLOGY FOUNDATION
    432 OLD MARKET ST
    MOUNT JOY,PA17552     		NONE PUBLIC GENERAL FUND 20,000
    HARRISBURG AREA COMMUNITY COLLEGE
    ONE HACC DRIVE
    HARRISBURG,PA17110     		NONE PUBLIC GENERAL FUND 20,000
    LITITZ REC CENTER
    301 MAPLE STREET
    LITITZ,PA17543     		NONE PUBLIC CAPITAL CAMPAIN 5,000
    UDS FOUNDATION
    2270 ERIN CT
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 2,500
    LANCASTER COUNTY FOOD HUB
    812 NORTH QUEEN ST
    LANCASTER,PA17603     		NONE PUBLIC GENERAL FUND 5,000
    POWER PACKS PROJECT
    1915 OLDE HOMESTEAD LN
    SUITE 102
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 2,000
    THE EPHRATA FARMERS DAY ASSOCIATION
    19 S STATE ST
    PO BOX 784
    EPHRATA,PA17522     		NONE PUBLIC GENERAL FUND 854
    LEBANON VALLEY COLLEGE
    LIAM ULRICH
    907 REBECCA DRIVE
    LITITZ,PA17543     		NONE PUBLIC GENERAL 1,000
    EPHRATA PUBLIC LIBRARY
    550 SOUTH READING ROAD
    EPHRATA,PA17522     		NONE PUBLIC GENERAL FUND 5,000
    BOY SCOUTS OF AMERICA
    PA DUTCH COUNCIL
    630 JANET AVE
    SUITE B114
    LANCASTER,PA17601     		NONE PUBLIC GENERAL FUND 6,000
    Total .................................bullet 3a 557,834
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 7,962 695,328
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSETTLEMENT PROCEEDS     		    25 197  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   156,859 695,328
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    852,187
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
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    Form 990-PF (2021)
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    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,700      

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS AND NOTES 2,184,531 1,797,003

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,814,178 2,453,035

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - EQUITIES MID CAP AT COST 285,170 348,780
    MUTUAL FUNDS - EQUITIES SMALL CAP AT COST 297,243 354,150
    MUTUAL FUNDS - EQUITES INTERNATIONAL AT COST 235,443 207,662
    CERTIFICATES OF DEPOSIT AT COST 20,000 19,525
    ETF ISHARES AT COST 99,551 99,074

    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONSULTING 4,000     4,000
    MANAGEMENT FEE - TAX PREP 87      


    TY 2021 OtherIncomeSchedule2
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT PROCEEDS 197   197


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Description Amount
    COST BASIS EQUITY ADJUSTMENT -139


    TY 2021 TaxesSchedule
    Name:
    WILLIAM AND JEMIMA BROSSMAN CHARITA
     
    CHARITABLE FOUNDATION
    EIN:
    23-6087844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PA REGISTRATION FEE 15      
    EXCISE TAX 11,656